Category Archives: Technical

How to Automate Project Assignment in Dynamics 365 Using Power Automate and Power Apps Code Apps

This blog demonstrates how to automate project assignments in Microsoft Dynamics 365 using Microsoft Power Automate and Power Apps Code Apps, where unassigned projects are retrieved from Dataverse and automatically assigned to developers based on project scale and developer skill level. Business Scenario An IT services company manages multiple software development projects across different technologies… Read More »

How to Build AI-Generated Charts and PDFs in Dynamics 365 Using a PCF Control

We spend a lot of time working inside Dynamics 365 CRM forms. Accounts, Opportunities, Cases and other commonly used entities. One area that always had room for improvement was how data gets presented within those forms. For example, if a sales manager wants to see the pipeline breakdown for a specific Account, they typically have… Read More »

Enhancing Customer Service Operations with Copilot Immersive Preview in Dynamics 365

Microsoft Dynamics 365 Customer Service provides AI-powered assistance through Copilot features that help customer service representatives improve productivity and streamline support operations. One of the latest additions is Copilot immersive (preview), which introduces a conversational workspace experience directly inside Dynamics 365 Customer Service. In this blog, we will explore how to enable Copilot immersive preview,… Read More »

Enhancing Power Pages Security Using Security Agent

In today’s digital-first business environment, customer portals are expected to deliver far more than convenience. They must provide a seamless user experience while maintaining strong security, compliance, and data protection standards. For organizations using Microsoft Power Pages, balancing usability with security is often one of the biggest operational challenges. Our team recently experienced this firsthand… Read More »

Accelerate Power Pages Development Using Server Logic: Part 2

In the previous blog, the “what” and “why” of Server Logic were explored. This entry takes the concept further by demonstrating the implementation of a full CRUD (Create, Read, Update, Delete) interface that communicates with an external OData service. The goal here is simple: move the “heavy lifting” to the server so your frontend stays… Read More »

How to Perform CRUD Operations in Microsoft Dataverse with Python

Microsoft Dataverse is widely used for storing and managing business data in Power Platform applications. In many real-world scenarios, developers need to integrate external applications, automate processes, or perform bulk data operations using Python. In this blog, we will learn how to connect Python with Microsoft Dataverse using Azure App Registration and perform CRUD (Create,… Read More »

Controlling Public Access for Non-Production Power Pages Sites: Step-by-step Guide

While working with Power Pages across Development and UAT environments, one recurring risk becomes obvious, non-production portals can accidentally be switched to public access, exposing incomplete pages, test forms, and even sample data to external users. To address this, Microsoft has introduced a tenant-level governance control that allows administrators to restrict whether non-production Power Pages… Read More »

Accelerating Model-Driven App Development with Power Apps Generative Pages: A Simpler Way – Part 1

We frequently work with clients who need modern, interactive, and visually appealing custom pages inside their model-driven apps. Most clients expect clean, interactive dashboards with filters, charts, quick actions, and a UI that blends seamlessly with Dynamics 365. In the past, fulfilling these requests was quite time-consuming. We had to write React code, manage multiple… Read More »

Enabling Notes Analysis for AI-Driven Seller Insights in Dynamics 365 Sales

Sales teams mostly start their day with daily interactions with customers. Another tedious time-consuming work they do is to track those interactions in the timeline as activities. The conversations like Phone calls, Meeting Notes, Appointments and Follow-ups. Due to tedious entries of activities in timeline manually there are chances that follow ups can be missed.… Read More »

How to Optimize Mobile Offline Profiles Using FetchXML in Dynamics 365 Field Service

In many Field Service implementations, mobile offline capability is essential, especially for technicians working in low or no network areas. However, if not configured properly, it can lead to performance issues. In one of our implementations, we noticed that the mobile app was syncing a large amount of unnecessary data, resulting in slow performance and… Read More »